2023 Form 5500 filing — Key Family 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903114850NAL0018885921001) for Key Family 401k Plan, reported by Key Benefit Administrators under EIN 35-1450364 and plan number 002. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903114850NAL0018885921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Key Benefit Administrators
- EIN
- 35-1450364
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,230,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,230,270
- Employer contributions
- $169,413
- Participant contributions
- $1,505,963
- Total income / additions
- $4,270,591
- Benefits paid
- $1,819,461
- Administrative expenses
- $41,420
- Total expenses
- $1,873,124
- Net increase / (decrease)
- $2,397,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $0 | $74,804 |
| Gwn Securities Inc | ADVISOR | $0 | $39,334 |
| Futureplan By Ascensus | TPA | $26,927 | not reported in the loaded dataset |
| Active-Passive/Iron-Co-Fid-Orth | ADVISOR | $10,878 | not reported in the loaded dataset |